See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT ADVISORS3 years Service code 26 4200 E. SKELLY DRIVE · TULSA, OK 74135 | Advisory (Participants) | $38,418 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,219 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,207 | $104,475-40.5% | $159,436-61.0% | $79,386-21.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.67% | 67.95%-54.3pp | 263.57%-249.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,176 | $3,417-36.3% | $4,829-54.9% | $2,427-10.3% |
| Participant deferral / active EE | $4,286 | $6,467-33.7% | $7,352-41.7% | $4,046+5.9% |
| Admin fee / account holder | $361 | $711-49.2% | $10,799-96.7% | $626-42.4% |